Tax Manager

Blue-Signal-Search; Arizona; Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) match

CPA licensing support

Bonus potential

Job summary

Blue Signal is seeking a Tax Manager in Phoenix for a hybrid role with strong client relationships and leadership responsibilities. You will own strategic tax planning for closely held businesses and mentor a rotating tax team, delivering complex returns and proactive tax strategies.

The ideal candidate holds an active CPA license in Arizona or reciprocity, with 5+ years in public accounting and a track record of mentoring staff. Competitive benefits and partner-track opportunities are offered.

Qualifications

• CPA license (Arizona or reciprocal)
• Minimum five years of broad-based public-accounting experience in a small or mid-size firm
• Bachelor’s degree in accounting, Finance, or related field; Master of Taxation a plus

Responsibilities

• Act as the primary advisor for a mixed book of closely held businesses and their owners, translating complex tax matters into practical guidance.
• Review and sign off on intricate federal and multi-state returns for S-corps, partnerships, C-corps, trusts, and individuals while identifying savings opportunities.
• Partner with directors to design proactive strategies around entity structure, retirement planning, asset purchases, and succession to minimize risk and maximize after-tax cash flow.
• Plan staffing, workflow, and timelines for roughly 1,500 billable hours per year, ensuring projects meet quality and budget goals.
• Research emerging federal and Arizona statutes, draft concise memoranda, and present findings to internal and external stakeholders.
• Coach and evaluate a rotating team of ten staff and seniors, providing targeted feedback and accelerating professional growth.
• Collaborate with the client-accounting group to clean up books, implement QuickBooks Online best practices, and prepare schedules that feed directly into the return.
• Champion continuous-improvement efforts, leveraging cloud-based tax and research software to streamline engagement processes.

Skills

Interpersonal communication

Written communication

Mentoring staff

Education

Bachelor’s degree in accounting/Finance

Master of Taxation

Tools

QuickBooks

Tax prep software

Workflow platforms

Research platforms

Job description

Tax Manager

Location: Hybrid (on-site preferred) – Phoenix, AZ

Our client is an independent public-accounting and advisory practice with three decades of success serving privately held companies and high-net-worth families throughout the Southwest. The firm is expanding its leadership bench and seeks a Tax Manager who will own client relationships, drive strategic tax planning, and mentor an agile team. If you thrive on variety, direct client impact, and a collaborative culture, this is your opportunity to help shape a growing firm’s future.

Work Style & Schedule

• On-site presence is strongly preferred during the initial ramp-up period (roughly the first 6–12 months) to maximize collaboration and client exposure.
• After successful onboarding and performance milestones, the role transitions to a hybrid schedule averaging three days per week in the Phoenix office.
• Standard workload averages 45 hours per week outside of busy season, increasing to approximately 55 hours at peak.
• Minimal travel limited to occasional client visits or industry events.

Compensation & Benefits

• Competitive base salary with performance bonus potential.
• Comprehensive benefits package including medical, dental, vision, life, 401(k) match, paid CPE, and CPA licensing support.
• Direct access to firm leadership, a clear partner-track pathway, and a culture that celebrates successes and community involvement.

Key Responsibilities

• Act as the primary advisor for a mixed book of closely held businesses and their owners, translating complex tax matters into practical guidance.
• Review and sign off on intricate federal and multi-state returns for S-corps, partnerships, C-corps, trusts, and individuals while identifying savings opportunities.
• Partner with directors to design proactive strategies around entity structure, retirement planning, asset purchases, and succession to minimize risk and maximize after-tax cash flow.
• Plan staffing, workflow, and timelines for roughly 1 500 billable hours per year, ensuring projects meet quality and budget goals.
• Research emerging federal and Arizona statutes, draft concise memoranda, and present findings to internal and external stakeholders.
• Coach and evaluate a rotating team of ten staff and seniors, providing targeted feedback and accelerating professional growth.
• Collaborate with the client-accounting group to clean up books, implement QuickBooks Online best practices, and prepare schedules that feed directly into the return.
• Champion continuous-improvement efforts, leveraging cloud-based tax and research software to streamline engagement processes.

Qualifications

• Active CPA license (Arizona or reciprocal).
• Bachelor’s degree in accounting, Finance, or related field; Master of Taxation a plus.
• Minimum five years of broad-based public-accounting experience in a small or mid-size firm environment.
• Proven command of individual, corporate, partnership, and fiduciary tax law plus familiarity with payroll, sales & use, and property taxes.
• Demonstrated success managing multiple engagements and mentoring staff.
• Advanced proficiency with leading tax prep, workflow, and research platforms as well as strong QuickBooks skills.
• Excellent interpersonal and written communication abilities.

About Blue Signal

Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We havea strong reputationfor finding top talent in private equity, asset management,financial services, FinTech, and accountingleadership.Learn more atbit.ly/3IKiOzm